LIA

LS Investment Advisors Portfolio holdings

AUM $710M
1-Year Est. Return 19.2%
This Quarter Est. Return
1 Year Est. Return
+19.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.5M
3
+$3.96M
4
HD icon
Home Depot
HD
+$3.1M
5
AAPL icon
Apple
AAPL
+$3M

Top Sells

1
+$10.1M
2
+$9.9M
3
+$8.15M
4
CVX icon
Chevron
CVX
+$4.71M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.01M

Sector Composition

1 Healthcare 16.08%
2 Financials 14.01%
3 Technology 13.86%
4 Industrials 9.08%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$15K ﹤0.01%
400
777
$15K ﹤0.01%
270
778
$15K ﹤0.01%
340
779
$15K ﹤0.01%
420
780
$14K ﹤0.01%
1,850
781
$14K ﹤0.01%
2,610
782
$14K ﹤0.01%
320
783
$14K ﹤0.01%
1,020
784
$14K ﹤0.01%
703
785
$14K ﹤0.01%
90
786
$13K ﹤0.01%
1,820
787
$13K ﹤0.01%
900
788
$13K ﹤0.01%
90
789
$13K ﹤0.01%
470
790
$12K ﹤0.01%
400
791
$12K ﹤0.01%
120
792
$12K ﹤0.01%
970
793
$12K ﹤0.01%
740
794
$11K ﹤0.01%
1,153
795
$11K ﹤0.01%
370
-100
796
$11K ﹤0.01%
360
797
$11K ﹤0.01%
1,680
798
$11K ﹤0.01%
220
799
$11K ﹤0.01%
1,720
800
$11K ﹤0.01%
186
30 31
32
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